Only a user with a higher user role may edit another Payor user's information. To edit a Payor user’s profile:
- Login to the Payor Portal
- Click Users from the side navigation
- Select a Payor user and a flyout page will appear
- Click the edit icon located on the flyout page
- You may edit the following information:
- First Name
- Last Name
- Email Address
- SMS Phone Number
- Primary Phone Number
- Secondary Phone Number (optional)
- Role
- Two-Factor Authentication
- Status
- Click Save
Once you have completed updating their information and saved it to the system, an email will be triggered notifying them of a change to their account.
To note: Users may not update their own profile information.